Instuitional Investor - Essential Planning, Llc.
Fund Profile
Filing Period:
| Fund Name: | Essential Planning, Llc. |
| Portfolio Value | $314,506,859 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 716,173 | $52,738,969 | 16.77% | |
| 2. | Dimensional Etf Trust | 1,132,361 | $51,092,212 | 16.25% | |
| 3. | Vanguard Index Fds | 66,344 | $21,284,325 | 6.77% | |
| 4. | Dimensional Etf Trust | 503,270 | $19,607,375 | 6.23% | |
| 5. | Dimensional Etf Trust | 263,549 | $12,618,705 | 4.01% |
Hedge Fund Resource Center 
